FinMate AI: AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type. Goodmeetings: AI meeting insights and coaching for revenue teams We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist FinMate AI when documenting discovery and annual review meetings for advisory records matters most, and Goodmeetings when discovery and demo notes matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI notetaker built by advisors for advisors that records client meetings and structures notes by meeting type.
AI meeting insights and coaching for revenue teams
FinMate AI is an AI meeting notetaker designed specifically for financial advisors, marketed as built by advisors for advisors. It captures detailed client meeting notes and organizes them according to advisor-specific meeting types such as discovery and review meetings, then pushes notes and tasks into the advisor's CRM and can help transfer data into financial planning software. FinMate works across virtual meeting platforms including Zoom, Microsoft Teams, Google Meet, and Webex, and it also supports recording and transcribing phone calls and in-person meetings, with a mobile app available on the Apple App Store for capturing in-person conversations. The company highlights compliance and security with SOC 2 Type 2 certification, US-based data storage, AES-256 encryption, customizable data retention, and a commitment not to train its AI on user data. Beyond raw notes, FinMate offers client-mood and sentiment insights and can help pre-fill forms. It integrates with advisor CRMs including Redtail, Salesforce, and Wealthbox. The product is positioned to give advisors back several hours per week by automating documentation and post-meeting workflows. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Goodmeetings is an AI meeting assistant and revenue-intelligence platform built for sales and customer-facing teams. It records and transcribes calls across major conferencing platforms, generates summaries and action items, and provides analytics and coaching tools so managers can review conversations and help reps improve. The product focuses on turning meetings into pipeline outcomes: it captures next steps, supports call libraries and highlights for coaching, and connects with CRMs so call data and follow-ups land in existing systems. Goodmeetings is aimed at revenue organizations that want recording, summaries, and conversation intelligence in one place, with particular traction among sales teams that run a high volume of calls and need consistent documentation plus coaching. Rather than being a general-purpose notetaker, it leans into the sales workflow — discovery, demos, and follow-up — making it most valuable for teams that treat calls as a core part of how they sell. Platforms: Zoom / Google Meet / Microsoft Teams. Integrations: Zoom, Google Meet, Microsoft Teams, Salesforce, HubSpot. Pricing varies by plan. Check the official website for current pricing.
Best suited for
FinMate AI is a free tier with paid upgrades (freemium); Goodmeetings is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FinMate AI | Goodmeetings |
|---|---|---|
| Core capability | Note-taking structured by advisor meeting types such as discovery and review | Recording and transcription |
| Standout feature | Support for Zoom, Microsoft Teams, Google Meet, and Webex | AI summaries and action items |
| Team usage | Recording and transcription of phone calls and in-person meetings | Coaching and call libraries |
| Integrations | Mobile app for capturing in-person meetings | Conversation analytics |
| Languages & capture | CRM integration with Redtail, Salesforce, and Wealthbox | CRM integrations |
| Best-fit workflow | Client mood and sentiment insights | Recording and transcription |
FinMate AI
Choose FinMate AI if you need documenting discovery and annual review meetings for advisory records — strengths include designed around financial advisor meeting types and terminology.
Goodmeetings
Choose Goodmeetings if you need sales coaching and call review — strengths include sales-focused coaching and analytics.
FinMate AI
Goodmeetings
It depends on your workflow. FinMate AI is strong for documenting discovery and annual review meetings for advisory records, while Goodmeetings is strong for sales coaching and call review. Both transcribe and summarize meetings.
FinMate AI is a free tier with paid upgrades and Goodmeetings is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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